Sylvia
Menz
Wiley Bros.-Aintree Capital, LLC
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About this Advisor
Sylvia Menz is a financial advisor operating out of Nashville, Tennessee with a total of 1 year of industry experience. Menz is an advisor for Wiley Bros.-Aintree Capital, LLC. The advisor has gained experience at Subway, Scott City High, Sweet Pea Kennels, Belmont University, Buffalo Wild Wings, O'Charleys, Kore Pr, Fsm Inc, America Swim Inc and Wileybros Aintree Capital LLC. Menz holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is registered to advise clients in Tennessee. Wiley Bros.-Aintree Capital, LLC is a financial advisory company that has its headquarters in Nashville, TN. The firm has a total of 50 financial advisors. It oversees $664 million in assets between its 1,810 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Wiley Bros.-Aintree Capital, LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services typically are based on which services the firm provides the client. However, fees billed by Wiley Bros.-Aintree Capital, LLC can be comprised of some combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wiley Bros.-Aintree Capital, LLC Brokerage Details
$663,841,896
50
1,810
$366,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Sylvia Menz Work History
Sylvia has been registered as a financial advisor for 1 years.*
Wileybros Aintree Capital LLC
Fsm Inc
Buffalo Wild Wings
O'Charleys
Kore Pr
America Swim Inc
Sweet Pea Kennels
Belmont University
Subway
Scott City High
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sylvia Menz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wiley Bros.-Aintree Capital, LLC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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